How to Make Sense of Goals You Set
Category: Financial Planning
An important part of building out a financial plan is determining goals. Goals help us look at a financial plan with the “end” in mind.
How to Spot Political Bias
Category: Foster Group
Being an advisor has helped me better appreciate differing political opinions. I have clients across the political spectrum. This gives me a chance to listen to and care for all my clients, no matter what side or opinion they take.
Five Things to Consider Before Referring Your Client to a Financial Advisor
Category: Foster Group
How do you ensure that you are making a good recommendation for your client, especially when you are putting your reputation on the line?
October 12, 2020 Financial Perspectives
Category: Investing » Factors / Premiums
1:15 - In the News: What Employment Can Tell Us About Economic Recovery
2:52 - Stock Market Returns in October
3:43 - Value Stocks vs Growth Stocks Historical Returns
5:19 - Why Do Value Stocks Tend to Outperform Growth Stocks?
9:37 - What Should I be Investing in Now?
College Planning: Don’t Wait to File Your FAFSA
If the prospect of sending your child on their entry into adulthood isn’t hard enough, there is all the paperwork to decipher… the ACT/SAT, college applications, scholarship applications, and of course, the dreaded FAFSA!
The Biggest Risk to Investors Remaining in 2020?
Aside from COVID-19, what represents the biggest risk for investors in the second half of what is turning out to be a historic 2020?
Tips for Setting Financial Goals in Marriage
Category: Financial Planning
If the financial goals conversation seems intimidating to you, know that you are not alone!
Elections and Your Money Q&A
Since we were unable to answer all of the questions asked during the live webinar, we'd like to share some of the questions and answers in written form.
What to Do If Forced Into Retirement Early
Yet, all too often, there is a second group of retirees for whom retirement is filled with uncertainty. Let’s say that at age 58, suddenly you are forced to retire. This could be a full five to seven years before you planned. What do you do now?
My Top 5 Podcasts for Learners
Category: Foster Group
One of the great learning opportunities available to almost anyone in today�s world of smartphones and information technology is the proliferation of podcasts.
One Paycheck from Ruin
Category: Financial Planning » Cashflow
Having a plan in place, with an emergency fund, is the difference between a small financial inconvenience and a catastrophe that could potentially alter your life.
2019 Vectors & Viewpoints Q1
Category: Foster Group
Our quarterly newsletter covers the latest Foster Group news and updates.
Do You Have an All-Weather Portfolio?
While no portfolio is designed to perfectly handle every scenario, we believe that thoughtful planning, combined with evidence-based portfolio construction, can help investors achieve a higher probability for long-term success in various market conditions.
The Power of Answering Two Key Questions
Category: Foster Group
How can answering two key questions potentially change your perspective on retirement?
Avoiding Probate Just Got a Little EasieràFor Certain Estates
Category: Financial Planning » Estate & Transfer Planning
Currently in Iowa, if a decedent owns personal property that totals $25,000 or less and that property would normally pass under a Will or the intestate statute, you can skip probate with just an affidavit.
My Strange Family
Category: Financial Planning » Family Governance
Strengthening Marital Bonds with Orange Juice
Category: Financial Planning » Family Governance
In buying Janna Orange Juice, both of us are getting what we want financially… let me explain.
Today’s Markets Are Powerful Partners for Investor Success
Category: Investing » Foster Group Investment Principles
Kent Kramer explains how investors can make today's market's their partners for investor success.